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American Institute of CPAs - Personal Financial Planning (PFP)

Jun 25, 2021

There is a large divide between the believers and the skeptics of environment, social, and governance (ESG) investing. In this episode of the PFP Section podcast, Bob Huebscher interviews experts Larry Swedroe and Sam Adams to get their opinions on whether investment performance is sacrificed, or risk is increased when...


Jun 18, 2021

States have ramped up their methods for generating revenue in recent years and the pandemic has added more complexity with many employees working from home. In this episode of the PFP Section podcast, Lauren Minch interviews state tax expert and attorney Mark Klein to get his take on the following topics:

  1. When do...


Jun 11, 2021

On May 28, 2021, the Biden Administration released its “Green Book” for the federal government’s 2022 fiscal year. Tune in as Jonathan Blattmachr, Bob Keebler, and Marty Shenkman share the key items you need to be aware of to get ahead of planning with your clients. They discuss the following topics in this...


Jun 4, 2021

Where we call home became even more important over the last year. In this episode of the PFP Section podcast, Brad Breeding, continuing care retirement community (CCRC) and lifecare community expert, answers the following questions:

  1. Has anything changed in retirement community living with the events of the past...